Civic Intelligence

Kellerman & Associates

Plan context: Kellerman & Associates Defined Benefit Pension Plan/Trust

EIN 94-3171731 • 9 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$318,546

2007 Contributions

$24,264

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$318,546$159,273$0199920042006YearValue
$318,546Latest year 2006

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210199920032007YearValue
1Latest year 2007

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200711$0$0-
Kellerman & Associates Defined Benefit Pension Plan/Trust-1---
200612$318,546$24,264$12,132iApproximate average salary by contribution assumption: employee only about $303,300 at 4% or $202,200 at 6%; with 50% employer match about $202,200 at 4% or $134,800 at 6%; with 100% employer match about $151,650 at 4% or $101,100 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-2$318,546$24,264$12,132iApproximate average salary by contribution assumption: employee only about $303,300 at 4% or $202,200 at 6%; with 50% employer match about $202,200 at 4% or $134,800 at 6%; with 100% employer match about $151,650 at 4% or $101,100 at 6%.
200511$255,896$21,474$21,474iApproximate average salary by contribution assumption: employee only about $536,850 at 4% or $357,900 at 6%; with 50% employer match about $357,900 at 4% or $238,600 at 6%; with 100% employer match about $268,425 at 4% or $178,950 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-1$255,896$21,474$21,474iApproximate average salary by contribution assumption: employee only about $536,850 at 4% or $357,900 at 6%; with 50% employer match about $357,900 at 4% or $238,600 at 6%; with 100% employer match about $268,425 at 4% or $178,950 at 6%.
200411$215,319$30,754$30,754iApproximate average salary by contribution assumption: employee only about $768,850 at 4% or $512,567 at 6%; with 50% employer match about $512,567 at 4% or $341,711 at 6%; with 100% employer match about $384,425 at 4% or $256,283 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-1$215,319$30,754$30,754iApproximate average salary by contribution assumption: employee only about $768,850 at 4% or $512,567 at 6%; with 50% employer match about $512,567 at 4% or $341,711 at 6%; with 100% employer match about $384,425 at 4% or $256,283 at 6%.
200312$171,801$30,462$15,231iApproximate average salary by contribution assumption: employee only about $380,775 at 4% or $253,850 at 6%; with 50% employer match about $253,850 at 4% or $169,233 at 6%; with 100% employer match about $190,388 at 4% or $126,925 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-2$171,801$30,462$15,231iApproximate average salary by contribution assumption: employee only about $380,775 at 4% or $253,850 at 6%; with 50% employer match about $253,850 at 4% or $169,233 at 6%; with 100% employer match about $190,388 at 4% or $126,925 at 6%.
200212$132,766$24,366$12,183iApproximate average salary by contribution assumption: employee only about $304,575 at 4% or $203,050 at 6%; with 50% employer match about $203,050 at 4% or $135,367 at 6%; with 100% employer match about $152,288 at 4% or $101,525 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-2$132,766$24,366$12,183iApproximate average salary by contribution assumption: employee only about $304,575 at 4% or $203,050 at 6%; with 50% employer match about $203,050 at 4% or $135,367 at 6%; with 100% employer match about $152,288 at 4% or $101,525 at 6%.
200111$0$0-
Kellerman & Associates Defined Benefit Pension Plan/Trust-1---
200011$0$0-
Kellerman & Associates Defined Benefit Pension Plan/Trust-1---
199912$49,418$18,028$9,014iApproximate average salary by contribution assumption: employee only about $225,350 at 4% or $150,233 at 6%; with 50% employer match about $150,233 at 4% or $100,156 at 6%; with 100% employer match about $112,675 at 4% or $75,117 at 6%.
Kellerman & Associates Defined Benefit Pension Plan/Trust-2$49,418$18,028$9,014iApproximate average salary by contribution assumption: employee only about $225,350 at 4% or $150,233 at 6%; with 50% employer match about $150,233 at 4% or $100,156 at 6%; with 100% employer match about $112,675 at 4% or $75,117 at 6%.